Investment Consultant Apprentice

4 weeks ago


Edinburgh, Edinburgh, United Kingdom Aon Full time

Key Responsibilities:

As an Investment Apprentice at Aon, you will play a vital role in meeting the expectations of our global clients through the delivery of high-quality service and advice. Your primary focus will be on assisting colleagues in preparing investment advice, market insights, and detailed analysis for clients.

Key Tasks:

  • Support client-facing advisory activities through accurate investment calculations
  • Prepare and check data, carry out audit trails, and support one-off projects
  • Carry out administrative tasks contributing to the retirement and investment consulting process
  • Input data accurately to maintain management information
  • Support the delivery of client-facing plan management activities and project deliverables

Personal Development:

You will be enrolled onto our development programme, which includes business learning, centralized learning, and professional qualifications. This will equip you with the communication and client-facing skills necessary for a long-running career as an Investment Consultant. You will also have the opportunity to study towards your Level 4 Investment Consultant Apprentice Programme and the IMC qualification.

Networking and Support:

You will have the chance to build relationships with Aon business leaders, including your apprentice network, buddy, business mentors, and the early careers team. This will provide you with a strong support network and opportunities for growth and development.

Career Opportunities:

Once you have completed the formal apprenticeship programme, you will continue to receive support at Aon. You will be expected to be promotion-ready within 24 months and will have the opportunity to continue your studies for the CFA qualifications. You will also be able to explore different career paths and take on more client responsibilities.



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